ria

Sowell Management

NORTH LITTLE ROCK, AR

CRD: 127145

In PWD coverage since August 31, 2026 · 8 stories

$4.8BRegulatory AUMSEC Form ADV · Oct 3

162EmployeesForm ADV

Regulatory AUM · Sep 5 – Oct 3

PWD coverage

Deals & PE

Merchant takes $255.9 million stake in $97 billion Australian wealth firm Ironbark

The investment is Merchant's largest outside the United States and is earmarked for Ironbark's expansion in wealth management, AI, technology and operations.

practice · Sep 7Tax planning is the new client-acquisition play

The Close · Sep 2RIA roll-ups are now buying retention, not just assets

RIA · Sep 1Sowell builds an in-house tax team for $5 million households

practice · Sep 1Sowell arms advisors with tax-and-estate planning group

RIA · Sep 1Grimes brings tax prep in-house as mid-sized RIAs chase retention

the_wrap · Aug 31Commonwealth loses teams to a startup RIA and Cetera

RIA · Aug 31Sowell builds in-house tax and estate depth for wealthy clients

Sowell Management

Merchant takes $255.9 million stake in $97 billion Australian wealth firm Ironbark

The Family Office Daily Briefing